CentreSuite Expense Routing Cardholder USER GUIDE

Size: px
Start display at page:

Download "CentreSuite Expense Routing Cardholder USER GUIDE"

Transcription

1 CentreSuite Expense Routing Cardholder USER GUIDE

2 CentreSuite Expense Routing Cardholder User Guide Table of Contents 3 First Time Users 6 Quick Links from your Home Screen 7 Statements 9 Creating and Submitting Expense Reports 19 User Self Registration 22 CentreSuite Help 23 Helpful Hints

3 First Time User Log On 1. Go to Enter your User ID and password, and then click Log On. 2. At first log on, users are required to set their security questions and answers. Select your security questions and answers. 3. Next, carefully read the End Use License Agreement and choose I agree. If you would like to keep a copy for your records, click Print. Page 3

4 4. You are then asked to change your password. Enter your old password and choose a new password. Then click Submit. Password Hint: Your new password must contain a minimum of 7 and maximum of 25 characters contain both a lower case AND upper case letter contain a numerical value 5. Your password has been successfully changed. Click Ok to begin using CentreSuite. Page 4

5 Page 5 Expense Routing Cardholder User Guide

6 Quick Links from your Home Screen On CentreSuite s home screen you can find links to assist you in completing tasks quickly. Depending on your security profile and site setup you may have some or all of the links below. My Tasks Clicking Review Transactions to Report will allow you to pull up your transactions that have not been attached to an expense report. Clicking Create Expense Report will allow you to quickly create and submit and expense report. Clicking Manage Expense Reports for your Approval will allow you to review and approve or reject expense reports that are waiting for your review. Clicking Manage Expense Reports in Progress will allow you to review your own un submitted Expense Reports. Clicking Manage Expense Reports Recently Approved will allow you to review your own Expense Reports that were recently approved. Update User Information Clicking Edit Password will allow you to change your password and setup a new password hint. Clicking Edit Personal Information will allow you to make changes to the first name, last name, and address associated with your User Id. This will only change the information associated with your CentreSuite ID, not your card account. Clicking Manage Alerts will allow you to manage and subscribe to alerts. Page 6

7 Statements As a CentreSuite user you can perform some or all of the tasks listed in the following section. Depending on your organization s system settings or your permissions, one or more tasks may be disabled. Note: The information available in the statements module is not available in real time until after the first cycle of the account. Available Features View Account Summary View Account Activity View Statements The Account Summary Tab allows you to review activity on your account since the last statement as well as a summary of your last statement. The Account Activity Tab allows you to view a list of transactions for a chosen statement cycle. Transactions are available for download in the following formats: Microsoft Money (.ofx) Quicken (.qif) Quickbooks Desktop Version (.iif) Quickbooks Desktop Version (.qbo) Tab delimited Comma delimited Excel Page 7

8 The View Statements Tab allows you to view up to 6 months of statements. Click on the pdf icon next to a statement date to view and print statements. Page 8

9 Creating and Submitting an Expense Report Log on to CentreSuite at The home page appears. To begin creating your expense report, click the Create Expense Report link under My Tasks. Step 1 Define General Report Information Define the General Report Information. Enter the report name and description if desired. Select your date range or choose a custom date range. To automatically attach all transactions for the date range you selected, click Auto Attach Transactions. Click Next. Page 9

10 Step 2 Attach Additional Transactions In Step 2 you have the option to attach additional unassigned transactions and remove any transactions that should not be included on the report. To attach additional unassigned transactions, select a date range and click Search. To remove a transaction, click the red X to delete these from the expense report. Note: If you remove a transaction from the report, it will remain in your list of unattached transactions to attach to an expense report. Click Next to go to step 3 and add Out of Pocket Transactions if your organization has Out of Pocket Transactions enabled. OR Click Finalize and Submit Report to skip Step 3 and go to Step 4 of the expense report process. Step 3 Create Out of Pocket Transactions If your organization has Out of Pocket Transactions enabled, you can enter them in step 3. Step 3 allows you to add out of pocket transactions to the expense report. Click the Add button to add out of pocket transactions including Meals, Lodging, Transportation, Other, or Personal Mileage. If you have more than 1 out of pocket transaction, you can add several rows at once by entering a number greater than 1 in the Add Row field. Click Finalize and Submit Report when you are done adding out of pocket transactions. Page 10

11 Step 4 Finalize Report At the last step of the expense report, you can: Review and edit all of the information that was entered Allocate transactions to the appropriate allocation codes (i.e. GL or accounting codes) Split transactions Add Digital Receipts if your organization has Receipt Imaging enabled Submit your Expense Report to the appropriate approver. Page 11

12 Allocating Transactions In Step 4 of the Expense Report process, you can allocate transactions. Transactions can be allocated based on your company s unique accounting or general ledger codes. Examples of allocation codes include cost centers, regions, company codes, and departments. The screen below is an example of a list of transactions and sample allocation codes. Please note that your organization s screen will look different based on your unique allocation codes. In this example, transactions must be allocated to BR / CNTR and Expense Type. You can allocate transactions by entering the appropriate information into the boxes next to each transaction. If your organization has default allocation codes enabled, you can click the ellipsis icon next to each box for a list of valid allocation codes. The pop up box below appears. Here you can search for valid allocation codes by valid code or code description. Select the appropriate code by clicking the radio button next to it. Then click ok. Page 12

13 You can also batch allocate multiple transactions by placing a checkmark in the box to the left of the transactions. Then choose the Allocate action from the Action dropdown. The batch allocation pop up window appears. Enter the appropriate allocation codes for the selected transactions. Then click Save. The allocation code that you enter here will be applied to all of the selected transactions. Splitting Transactions By splitting a transaction, you can allocate it to more than 1 allocation code (such as sharing the cost of a transaction between 2 departments). 1. On the transaction list, click on the green split icon next to the transaction. Page 13

14 The split transaction screen appears. Here you can select the percentage or split amount and enter the appropriate allocation codes. 2. If you need more than 2 splits, you can add additional splits by entering a number in the Add splits box. Then click Go. By clicking split equally, your transaction will be split equally across all split lines. 3. When you are finished splitting the transaction, click Save and Return. Adding Digital Receipts If your organization has Receipt Imaging enabled, you will have the option to upload a receipt and attach it to the expense report. 1. To add a receipt, click on Manage Receipts under Step 4. Page 14

15 The Manage Receipts pop up window appears. 2. CentreSuite allows you to upload one or more digital receipt files in pdf, jpeg, tif, gif, and png format. Click on browse and locate the receipt file on your local drive. Add a description if desired and click Add Receipt. Page 15

16 3. You will see the file added to the list. Click Done. You will return to the last step of the expense report. The expense report will now show a Yes next to Receipt Attached. Page 16

17 Submitting the Expense Report to your approver Once you are ready to submit the expense report, click on Submit at the top. When the Submit Expense Report pop up box appears, submit your report to the appropriate approver listed by placing a checkmark in the check box, adding a note if desired, and clicking Submit. Note: If you are unable to finish and submit your expense report, you can save the report and leave CentreSuite to finish the report at a later time. Click Save at the top of the screen. You will find your saved and un submitted expense reports in your In Progress reports list. You can access these from your homepage link or from the Expenses menu. Page 17

18 Managing Expense Reports To manage Expense Reports, click on Manage Expense Reports in the Expenses menu or follow one of the links from your home screen. Cardholders can view In Progress reports, Recently Approved reports, and Rejected Reports. In Progress Expense Reports In Progress Expense Reports include un submitted expense reports and submitted reports that are pending approval. You can access these expense reports from the home page link or the Expenses Module. Recently approved Expense Reports You can access your expense reports that were recently approved from your home page link or the Expenses Module. Rejected Expense Reports You can access your expense reports that were recently rejected from your home page link or the Expenses Module. Page 18

19 User Self Registration If you need to self register to begin using CentreSuite, follow the steps below. Note: When a user self registers, the default profile is set to Account Holder. If another profile is required, the Organization Administrator should be contacted. 1. Go to Click on Not registered?. 2. The following screen will appear. When all fields are completely filled in, click Submit. Page 19

20 3. Next you will be prompted to change your temporary password. After you complete all fields, click Submit. Password Hint: Your new password must contain a minimum of 7 and maximum of 25 characters contain both a lower case AND upper case letter contain a numerical value 4. You will receive a message that your password has been successfully changed. Page 20

21 Page 21 Expense Routing Cardholder User Guide

22 CentreSuite Help There are a variety of Help options available in CentreSuite. 1. The Information Icon Throughout CentreSuite you will see small i icons. When you hover your mouse over these icons, a brief explanation of the field or function will appear. 2. Help on This Page If you require a more detailed explanation or help in CentreSuite, use the Help on This Page tool in the Help Menu. This will open another window with a detailed description of the functionality on the page you are on. If you do not find what you are looking for, you can search the Index for more information. 3. Your Program Administrator If you are locked out of CentreSuite or have questions about using CentreSuite, please contact your Program Administrator. Page 22

23 Helpful Hints What is the M&T Bank Customer Service Telephone Number? Which Internet Browsers are supported by CentreSuite? CentreSuite certifies its product to interface with Internet Explorer 7 and 8. CentreSuite is neither certified nor supported on Mac OS. In order to avoid compatibility issues with CentreSuite, please upgrade your Web browser to Internet Explorer 7 or 8. Will a pop up blocker cause any items not to be displayed? Yes, we suggest that your organization enable pop ups from Hitting the browser "BACK" button will not always work. What is your recommendation for the best way to move back through screens? We do not recommend using the BACK button in any of the screens in CentreSuite. Always use the Previous buttons in CentreSuite navigation. Will CentreSuite "time out" if I do not logout and haven't used it for a while? Yes, CentreSuite times out after 15 minutes of inactivity. How often will the system require a password change? 90 Days What do I do when I log on and one of the following messages is displayed? Account is locked = Contact your Program Administrator to unlock and/or reset the password. Incorrectly entering the password three times will lock the account. Invalid User ID = Enter correct user ID or contact the Program Administrator for your user ID. Invalid Password = Enter the correct password, request a password hint, or contact the Program Administrator Password Hint Your CentreSuite password must: Contain a minimum of 7 and maximum of 25 characters Contain both a lower case AND upper case letter Contain a numerical value CentreSuite is provided through a third party vendor. Information contained in this document is provided through a third party vendor. M&T Bank is not liable for any inaccurate or incomplete information. Page 23

24 Questions? We are Here to Assist You. For Commercial Card questions, please contact your Treasury Management Consultant or call M&T s Customer Service at: Monday - Friday 7am to 7pm ET Saturday 9am to 5pm ET

CentreSuite Expense Management Cardholder USER GUIDE

CentreSuite Expense Management Cardholder USER GUIDE CentreSuite Expense Management Cardholder USER GUIDE CentreSuite Expense Management Cardholder User Guide Table of Contents 3 First Time User Log On 6 Quick Links From Your Home Screen 7 Statements 9 Reviewing

More information

Managing Expense Reports Program Administrators and Approvers

Managing Expense Reports Program Administrators and Approvers CentreSuite Quick Reference Guide May 2015 Managing Expense Reports Program Administrators and Approvers On the Manage Expense Reports page, you can manage the expense reports you create, and, if you are

More information

Importing Credit Card Expenses into Concur

Importing Credit Card Expenses into Concur Importing Credit Card Expenses into Concur For faster expense reporting and less manual data entry, try importing your credit card charges into Concur. Step 1: Download Credit Card Data Log onto your credit

More information

End User Training Guide

End User Training Guide End User Training Guide October 2013 2005-2013 ExpenseWire LLC. All rights reserved. 1 expensewire.com Use of this user documentation is subject to the terms and conditions of the applicable End- User

More information

QuickBooks Mac 2014 Getting Started Guide

QuickBooks Mac 2014 Getting Started Guide QuickBooks Mac 2014 Getting Started Guide Financial Institution Support - OFX Connectivity Group Table of Contents QUICKBOOKS 2014 FOR MAC GETTING STARTED GUIDE... 3 ABOUT THIS GUIDE... 3 QUICKBOOKS 2014

More information

TREASURY MANAGEMENT. Corporate Administrator Guide. Spend Net Navigator SM

TREASURY MANAGEMENT. Corporate Administrator Guide. Spend Net Navigator SM TREASURY MANAGEMENT Corporate Administrator Guide Spend Net Navigator SM Table of Contents Introduction 2 Browser Requirements 2 Security 3 Password Requirements 3 Logging in the First Time 4 Logging

More information

GETTING STARTED WITH QUICKEN 2010, 2009, and 2008-2007 for Windows. This Getting Started Guide contains the following information:

GETTING STARTED WITH QUICKEN 2010, 2009, and 2008-2007 for Windows. This Getting Started Guide contains the following information: GETTING STARTED WITH QUICKEN 2010, 2009, and 2008-2007 for Windows Refer to this guide for instructions on how to use Quicken s online account services to save time and automatically keep your records

More information

Contents. Park Sterling Bank 2

Contents. Park Sterling Bank 2 Contents View Accounts... 4 Account Summary... 4 Details and Transactions... 5 Download Transactions... 6 Download Types... 7 Transfer Funds... 8 Making a Loan Payment... 9 Pending Transfers and History...

More information

Web Portal. User Manual. Version 20121210

Web Portal. User Manual. Version 20121210 Web Portal User Manual Version 20121210 Table of Contents 1 OVERVIEW... 1 2 USING THE MANUAL... 1 3 LOGGING IN AND UPDATING YOUR SECURITY PROFILE... 2 4 INFORMATION CENTER AND SELECTING A PROGRAM... 6

More information

DROOMS DATA ROOM USER GUIDE. www.drooms.com

DROOMS DATA ROOM USER GUIDE. www.drooms.com USER GUIDE www.drooms.com USER GUIDE Dear User, Whether simply reviewing documentation, sending queries during the due diligence process or administering a data room yourself, Drooms is the software solution

More information

Quicken for Windows Conversion Instructions [Quicken for Windows 2010-2012 WC to WC]

Quicken for Windows Conversion Instructions [Quicken for Windows 2010-2012 WC to WC] Quicken for Windows Conversion Instructions [Quicken for Windows 2010-2012 WC to WC] As Milford Federal Savings & Loan Association completes its system conversion, you will need to modify your Quicken

More information

PaymentNet Federal Card Solutions Cardholder FAQs

PaymentNet Federal Card Solutions Cardholder FAQs PaymentNet Federal Card Solutions It s easy to find the answers to your questions about PaymentNet! June 2014 Frequently Asked Questions First Time Login How do I obtain my login information?... 2 How

More information

Internet Banking User Guide

Internet Banking User Guide Internet Banking User Guide Jack Henry & Associates, Inc. 2011.11 Contents Login... 1 Login Screen... 1 Password Change... 2 Watermark Selection... 2 Multi-Factor Authentication Security Question Selection...

More information

Personal Internet Online Banking Frequently Asked Questions

Personal Internet Online Banking Frequently Asked Questions Personal Internet Online Banking Frequently Asked Questions What is First National Bank s Internet Online Banking? With First National Bank s Online Banking, you can conduct through your personal computer

More information

efiletexas.gov Review Queue User Guide

efiletexas.gov Review Queue User Guide efiletexas.gov Review Queue User Guide EFS-TF-200-3194 v.4 February 2014 Copyright and Confidentiality Copyright 2014 Tyler Technologies, Inc. All rights reserved. All documentation, source programs, object

More information

Online Payment Center T-Mobile User s Guide

Online Payment Center T-Mobile User s Guide Online Payment Center T-Mobile User s Guide Table of Contents Introduction... 3 Features... 3 Getting Started... 4 Starting Qpay Online Payment Center... 4 Login... 4 Changing Your Password... 5 Navigating...

More information

MERCHANT SERVICES ONLINE. TD Retail Card Services

MERCHANT SERVICES ONLINE. TD Retail Card Services MERCHANT SERVICES ONLINE TD Retail Card Services FAST, FREE & SECURE Web Manual Version 11.30 Table of Contents The TDRCS Online Merchant Services Website What is it? How to Use It Log In Main Menu Consumer

More information

Global Banking and Bill Pay

Global Banking and Bill Pay Global Banking and Bill Pay Quick Start User Guide 468 Industrial Way West Eatontown, NJ 07724 www.fafcu.com 2 Logging in Logging in to Global Banking is as easy as one, two, three. Just launch your web

More information

onecard Smart Data OnLine Getting Started Guide for Program Administrators

onecard Smart Data OnLine Getting Started Guide for Program Administrators Smart Data OnLine Getting Started Guide for Program Administrators Table of contents Introduction 3 Login 4 Company site configuration 6 Set-up Tasks 7 Creating a reporting structure 9 Cost allocation

More information

ClicktoFax Service Usage Manual

ClicktoFax Service Usage Manual ClicktoFax Service Usage Manual 1. Log in to Fax Service 2. Configure your account 3. Send a fax 4. Receive a fax/search for Faxes/View Faxes 5. Logout 6. Additional Support 1. Log into fax service: a.

More information

The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen.

The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen. PaymentNet Cardholder Quick Reference Card Corporate Card ffwelcome to PaymentNet The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen. PaymentNet

More information

CLIENT PORTAL USER GUIDE

CLIENT PORTAL USER GUIDE CLIENT PORTAL USER GUIDE JULY 28, 2011 At Gelman, Rosenberg & Freedman, CPAs we take the privacy and security of your information seriously. That's why we've introduced the Client Portal for sharing your

More information

Wisconsin Medicaid Electronic Health Record Incentive Program for Eligible Hospitals

Wisconsin Medicaid Electronic Health Record Incentive Program for Eligible Hospitals P-00358D Wisconsin Medicaid Electronic Health Record Incentive Program for Eligible Hospitals User Guide i Table of Contents 1 Introduction... 1 2 Before You Begin... 2 2.1 Register with Centers for Medicare

More information

CBH Provider EDI Browser Manual

CBH Provider EDI Browser Manual CBH Provider EDI Browser Manual Table of Contents PGP Software Installation Windows XP 2 PGP Software Installation Windows 7 9 Main Screen 16 Log In Screen 19 Report: Authorizations 21 Decryption Instructions

More information

Wisconsin Medicaid Electronic Health Record Incentive Program for Eligible Professionals

Wisconsin Medicaid Electronic Health Record Incentive Program for Eligible Professionals P- Wisconsin Medicaid Electronic Health Record Incentive Program for Eligible Professionals June 15,2015 User Guide i Table of Contents 1 Introduction... 1 2 Before You Begin... 2 2.1 Register

More information

A Quick and Easy Guide to PERSONAL ONLINE BANKING

A Quick and Easy Guide to PERSONAL ONLINE BANKING A Quick and Easy Guide to PERSONAL ONLINE BANKING WELCOME Whether you re at home, at work or on the road, BancFirst is available 4 hours a day, 7 days a week with Personal Online Banking. These services

More information

dotgrants Annual Liquid Fuels Report Reference Manual

dotgrants Annual Liquid Fuels Report Reference Manual dotgrants Annual Liquid Fuels Report Reference Manual For assistance with completing the forms, call your District Municipal Services Rep. For assistance with dotgrants, please call (717) 783-2446 Annual

More information

Concur Expense System. User Reference Guide

Concur Expense System. User Reference Guide Concur Expense System User Reference Guide February, 2009 Table of Contents HOW TO GET SETUP IN THE CONCUR EXPENSE SYSTEM... 1 LOG IN... 1 CHANGE YOUR PASSWORD... 1 VIEW AND EDIT YOUR PROFILE INFORMATION...

More information

Welcome to Meridian Bank Texas Treasury Management Services

Welcome to Meridian Bank Texas Treasury Management Services Welcome to Meridian Bank Texas Treasury Management Services Getting started: As the Corporate Administrator, you are responsible for setting up all users. This includes establishing them on the system,

More information

owncloud Configuration and Usage Guide

owncloud Configuration and Usage Guide owncloud Configuration and Usage Guide This guide will assist you with configuring and using YSUʼs Cloud Data storage solution (owncloud). The setup instructions will include how to navigate the web interface,

More information

A QUICK AND EASY GUIDE TO ONLINE BANKING AND BILL PAY

A QUICK AND EASY GUIDE TO ONLINE BANKING AND BILL PAY A QUICK AND EASY GUIDE TO ONLINE BANKING AND BILL PAY BY PAUL A. MURPHY, AUTHOR OF BANKING ONLINE FOR DUMMIES A Quick and Easy Guide to Online Banking and Bill Pay Disclaimer Concepts, strategies and procedures

More information

Introduction to Client Online. Factoring Guide

Introduction to Client Online. Factoring Guide Introduction to Client Online Factoring Guide Contents Introduction 3 Preparing for Go live 3 If you have any questions 4 Logging In 5 Welcome Screen 6 Navigation 7 Navigation continued 8 Viewing Your

More information

MemberDirect Small Business Services. User Guide

MemberDirect Small Business Services. User Guide MemberDirect Small Business Services User Guide Compatible Operation System & Browser Requirements... 3 Small Business Upgrade... 3 Single Signator Upgrade... 3 Dual Signator Upgrade... 4 Member Login...

More information

At the end of a statement period, you will be notified via-email that it is time to review your card statement.

At the end of a statement period, you will be notified via-email that it is time to review your card statement. Cardholder Quick Reference Guide At the end of a statement period, you will be notified via-email that it is time to review your card statement. Accessing Wells Fargo Commercial Card Expense Reporting

More information

Prepare and Submit your Planar Expense Report in 10 Easy Steps

Prepare and Submit your Planar Expense Report in 10 Easy Steps Prepare and Submit your Planar Expense Report in 10 Easy Steps Step 1: Update Internet Browser Settings Your browser should already be set up to use Concur, but the following steps will ensure that your

More information

PCLaw Data Import Module

PCLaw Data Import Module Contents PCLaw Data Import Module About the Data Import Module Before You Begin Starting the Data Import Module Importing Clients and Matters Importing Contacts Importing Calendar and Telephone Events

More information

Database Program Instructions

Database Program Instructions Database Program Instructions 1) Start your Comparative Rating software by double-clicking the icon on your desktop. 2) Click on the button on the Comparative Rating Software Main Menu. 3) A message Loading

More information

WildBlue Internet Services. Subscriber AdminTool User Guide

WildBlue Internet Services. Subscriber AdminTool User Guide WildBlue Internet Services Subscriber AdminTool User Guide August 2004 How to Use the AdminTool 2 1. Introduction to this Guide 3 2. Login to the AdminTool 3 Return to login screen if inactive for two

More information

WebInvoicing User Guide

WebInvoicing User Guide WebInvoicing User Guide 042213 2013 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

Access your Insurance Agent s web site using the URL the agency has provided you. Click on the Service 24/7 Link.

Access your Insurance Agent s web site using the URL the agency has provided you. Click on the Service 24/7 Link. 1 Access your Insurance Agent s web site using the URL the agency has provided you. Click on the Service 24/7 Link. You will need to enter your Email Address and Password assigned to you by your Agent.

More information

Smart Data PROCEDURES MANUAL for Supervisors and Delegate Supervisors

Smart Data PROCEDURES MANUAL for Supervisors and Delegate Supervisors Smart Data PROCEDURES MANUAL for Supervisors and Delegate Supervisors October 2014 Department of Science, Information Technology, Innovation and the Arts TABLE OF CONTENTS LOGGING INTO SMART DATA FOR THE

More information

Surplus Lines Online User Guide

Surplus Lines Online User Guide Surplus Lines Online User Guide Missouri Department of Insurance, Financial Institutions and Professional Registration Contents Summary... 1 Site Address... 1 Account Management... 2 Account Registration...

More information

Charleston Southern University Procurement Card (P-card) User Guide

Charleston Southern University Procurement Card (P-card) User Guide Charleston Southern University Procurement Card (P-card) User Guide Index Overview. 3 Concepts. 3 Terms.. 4 Processing cycle... 4 Contacts... 4 Logging in 5 Home Page.. 6 Customizing Columns 7 Email Notification

More information

Installation Guide and Machine Setup

Installation Guide and Machine Setup Installation Guide and Machine Setup Page 1 Browser Configurations Installation Guide and Machine Setup The first requirement for using CURA is to ensure that your browser is set up accurately. 1. Once

More information

efiletexas.gov Court Administrator User Guide

efiletexas.gov Court Administrator User Guide efiletexas.gov Court Administrator User Guide EFS-TX-200-3191 v.4 February 2014 Copyright and Confidentiality Copyright 2014 Tyler Technologies, Inc. All rights reserved. All documentation, source programs,

More information

First Security Bank. Retail User Guide. First Security Bank - Retail User Guide

First Security Bank. Retail User Guide. First Security Bank - Retail User Guide First Security Bank Retail User Guide Rev: 09/23/2015 UUX Support Overview About the Unified User Experience (UUX) Hardware and software requirements Exploring the Accounts page Accounts The Menu The Sidebar

More information

PCLaw 11.0. Administration Guide

PCLaw 11.0. Administration Guide PCLaw 11.0 Administration Guide About this guide This guide provides a list of tasks for installing PCLaw Practice Management Software. If you need additional information, refer to the PCLaw Support Center.

More information

Connect Your Bank Accounts and Credit Cards to QuickBooks Online

Connect Your Bank Accounts and Credit Cards to QuickBooks Online You can save time and reduce errors by downloading your transactions directly from your bank and credit card accounts from a secure online connection. QuickBooks Online allows you to set these transactions

More information

account multiple solutions

account multiple solutions Quick Start Guide 1 Our easy to use guide will get you up and running in no time! The guide will assist you with: Generating your Sage Pay login Navigation Creating contacts Creating system users Setting

More information

The Citrix service is now available to faculty and staff at Cypress College.

The Citrix service is now available to faculty and staff at Cypress College. Hello Everyone, The Citrix service is now available to faculty and staff at Cypress College. The Citrix product will allow you to run Microsoft Windows applications through the web as if you were running

More information

Online Business Banking FREQUENTLY ASKED QUESTIONS

Online Business Banking FREQUENTLY ASKED QUESTIONS Online Business Banking FREQUENTLY ASKED QUESTIONS» BSP Online Business Banking» Frequently Asked Questions GENERAL Q. What is BSP Online? A. BSP Online allows customers to securely access their BSP Bank

More information

PISA 2015 MS Online School Questionnaire: User s Manual

PISA 2015 MS Online School Questionnaire: User s Manual OECD Programme for International Student Assessment 2015 PISA 2015 MS Online School Questionnaire: User s Manual Doc: CY6_CBA_SCQ_MSPrincipalManual.docx September 2014 Produced by ETS, Core 2 Contractor

More information

Concur Expense Guide: Version 2

Concur Expense Guide: Version 2 Concur Expense Guide: Version 2 Welcome to Concur Expense...3 Log on to Concur...3 Explore the My Concur Page...4 Update Your Expense Profile...5 Step 1: Change Your Password...5 Step 2: Review Your Expense

More information

Concur Expense Quick Reference Guide

Concur Expense Quick Reference Guide Content Section 1: Section 2: Section 3: Section 4: Section 4a: Section 4b: Section 4c: Getting Started, Login Explore My Concur tab Update Your Profile, Add an Expense Delegate Create a New Expense Report

More information

Hosted PBX. TelePacific Communicator User Guide. Desktop Edition

Hosted PBX. TelePacific Communicator User Guide. Desktop Edition Hosted PBX TelePacific Communicator User Guide Desktop Edition 11/19/2014 CONTENTS Login... 2 Home Window... 3 Status Flag... 4 My Room... 6 Contacts Screen... 6 History... 8 Directory... 9 Dialpad...

More information

Basic ebusiness Banking User Guide

Basic ebusiness Banking User Guide Basic ebusiness Banking User Guide 1 Welcome: Welcome to Chemical Bank s ebusiness Banking system. With ebusiness Banking, you can access your accounts 24-hours a day, seven days a week; anywhere an Internet

More information

Tired of running to the post office and the bank to get your customers payments

Tired of running to the post office and the bank to get your customers payments Getting Paid With QuickBooks Payments APPENDIX E Tired of running to the post office and the bank to get your customers payments into your bank account? Fortunately, Intuit s new electronic payment subscription

More information

DSS Electronic Facility Clearance System (e-fcl) Submission Site User Guide

DSS Electronic Facility Clearance System (e-fcl) Submission Site User Guide U. S. Department of Defense Defense Security Service Industrial Security Program DSS Electronic Facility Clearance System (e-fcl) Submission Site User Guide June 2013 Version 7.2 1 e-fcl Submission Site

More information

Selection Manager: Quick Start Guide

Selection Manager: Quick Start Guide VERSION 1103 01.24.12 SELECTION MANAGER GUIDE Selection Manager: Quick Start Guide PART 1: GENERAL INFORMATION Selection Manager is the hiring official s interface for USA Staffing. In Selection Manager,

More information

As your financial institution completes its system conversion, you

As your financial institution completes its system conversion, you QuickBooks Business Accounting Software 2007 2009 for Windows Account Conversion Instructions Converting from Direct Connect to Web Connect As your financial institution completes its system conversion,

More information

Business Manager Company Administrator s Guide Peoples Bank Customer Support 800.584.8859

Business Manager Company Administrator s Guide Peoples Bank Customer Support 800.584.8859 Peoples Bank Business Manager Company Administrator s Guide Peoples Bank Customer Support 800.584.8859 Revised 08/2012 Table of Contents About Business Manager... 4 Overview... 4 Access Business Manager...

More information

QuickBooks Business Accounting Software 2013-2006 for Windows

QuickBooks Business Accounting Software 2013-2006 for Windows QuickBooks Business Accounting Software 2013-2006 for Windows Account Conversion Instructions for Web Connect to Direct Connect QuickBooks Business Accounting Software 2008 2010 for Windows Account Connect

More information

FIRST HOPE BANK BUSINESS ONLINE BANKING DIRECT CONNECT WITH QUICKBOOKS

FIRST HOPE BANK BUSINESS ONLINE BANKING DIRECT CONNECT WITH QUICKBOOKS FIRST HOPE BANK BUSINESS ONLINE BANKING DIRECT CONNECT WITH QUICKBOOKS Turning Hope Into Reality 2 Contents Set Up: Configuring Quickbooks for Online Services... 4 Set Up: Adding Bill Payments to an Existing

More information

Internet Banking Basics. Online Banking Basics. Welcome

Internet Banking Basics. Online Banking Basics. Welcome Online Banking Basics Welcome Internet Banking Basics Welcome to online banking, Please take a moment to acquaint yourself with this online help system. General topics are presented below as jump links

More information

CONTENTS. SETUP SECURITY ENHANCEMENTS... 17 Existing User... 17 New User (Enrolled by Employer or Self)... 21

CONTENTS. SETUP SECURITY ENHANCEMENTS... 17 Existing User... 17 New User (Enrolled by Employer or Self)... 21 HEALTH SAVINGS ACCOUNT SUBSCRIBER WEBSITE GUIDE CONTENTS BROWSER COMPATIBILITY... 2 ONLINE ENROLLMENT... 3 Online Enrollment Process... 3 REGISTERING YOUR ACCOUNT FOR ONLINE ACCESS... 12 INDIVIDUAL ENROLLMENT...

More information

Tired of running to the post office and the bank to get your customers payments

Tired of running to the post office and the bank to get your customers payments Getting Paid With QuickBooks Payments APPENDIX E Tired of running to the post office and the bank to get your customers payments into your bank account? Fortunately, Intuit s electronic payment subscription

More information

Steps for those interested in starting to use quicken and quickbooks for their banking and financing.

Steps for those interested in starting to use quicken and quickbooks for their banking and financing. Steps for those interested in starting to use quicken and quickbooks for their banking and financing. 1. Buy the product you would like to own and use (quickbooks and/or quicken) 2. Install the products

More information

Once your request has been approved, you can begin creating a new expense report.

Once your request has been approved, you can begin creating a new expense report. Once your request has been approved, you can begin creating a new expense report. Click on the Requests header. Find the request you want to work on. Notice the Status column says Approved. Click Expense

More information

PCLaw Administration Guide. Version 13.0

PCLaw Administration Guide. Version 13.0 PCLaw Administration Guide Version 13.0. Copyright and Trademark LexisNexis, Lexis, and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. PCLaw is

More information

DarwiNet Client Level

DarwiNet Client Level DarwiNet Client Level Table Of Contents Welcome to the Help area for your online payroll system.... 1 Getting Started... 3 Welcome to the Help area for your online payroll system.... 3 Logging In... 4

More information

Payco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home

Payco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home Payco, Inc. Evolution and Employee Portal Payco Services, Inc.., 2013 1 Table of Contents Payco Services, Inc.., 2013 Table of Contents Installing Evolution... 4 Commonly Used Buttons... 5 Employee Information...

More information

Using the SimNet Course Manager

Using the SimNet Course Manager Using the SimNet Course Manager Using the SimNet Course Manager Contents Overview...3 Requirements...3 Navigation...3 Action Menus...3 Sorting Lists...4 Expanding and Collapsing Sections...4 Instructor

More information

Netteller: Online Banking User Guide

Netteller: Online Banking User Guide Netteller: Online Banking User Guide Welcome to Manhattan Bank s Online Banking System Netteller. Netteller is a safe, secure and reliable way to access your account any time and anywhere you choose. Now,

More information

Supplier Guidance on using Procserve

Supplier Guidance on using Procserve Supplier Guidance on using Procserve Since commencement of the new Low Value Provision (LVP) process, DWP Shared Services have developed the following guidance to assist new suppliers register and transact

More information

Westpac Live Quick Reference Guides

Westpac Live Quick Reference Guides Westpac Live Quick Reference Guides Accounts Overview How do I conduct a transaction search? How do I generate an online service fees report? How do I look up a merchant for a transaction? How do I dispute

More information

CONTRACT MANAGEMENT SYSTEM USER S GUIDE VERSION 2.7 (REVISED JULY 2012)

CONTRACT MANAGEMENT SYSTEM USER S GUIDE VERSION 2.7 (REVISED JULY 2012) CONTRACT MANAGEMENT SYSTEM USER S GUIDE VERSION 2.7 (REVISED JULY 2012) VERSION 2.6 (REVISED APRIL 2012)... I INTRODUCTION... 5 Helpful Hints... 5 Pop-Up Blockers... 5 Users... 6 CPUC Staff Administrator...

More information

CHARTER BUSINESS custom hosting faqs 2010 INTERNET. Q. How do I access my email? Q. How do I change or reset a password for an email account?

CHARTER BUSINESS custom hosting faqs 2010 INTERNET. Q. How do I access my email? Q. How do I change or reset a password for an email account? Contents Page Q. How do I access my email? Q. How do I change or reset a password for an email account? Q. How do I forward or redirect my messages to a different email address? Q. How do I set up an auto-reply

More information

10 Step Guide to Getting Started with BOI Business On Line. Business On Line. 10 Step Guide to Getting Started. A BOL Setup Guide. v.

10 Step Guide to Getting Started with BOI Business On Line. Business On Line. 10 Step Guide to Getting Started. A BOL Setup Guide. v. Business On Line 10 Step Guide to Getting Started A BOL Setup Guide v.11/13 This Document is published by Bank of Ireland, and both it, and its contents, are the property of Bank of Ireland. Page 1 of

More information

Profile. 2 On the Expense Settings menu on the left

Profile. 2 On the Expense Settings menu on the left Section 1: Getting Started Step 1: Log on to Concur Expense 1 In the User Name field, enter your user name. 2 In the Password field, enter your password. 3 Click Login. If you are not sure how to start

More information

Now it's time for you to realize the benefits of banking on your own terms. You're about to discover a world of financial power at your fingertips.

Now it's time for you to realize the benefits of banking on your own terms. You're about to discover a world of financial power at your fingertips. Welcome to Unity Bank's On-line Banking. At the touch of a button, you get full access to your account information. You can transfer funds between accounts, perform account inquiries, download into personal

More information

SUCCESSFACTORS LEARNING USER OVERVIEW REFERENCE GUIDE

SUCCESSFACTORS LEARNING USER OVERVIEW REFERENCE GUIDE SUCCESSFACTORS LEARNING USER OVERVIEW REFERENCE GUIDE SuccessFactors, Inc. 4401 Wilson Boulevard, Suite 400 Arlington, VA 22203 Tel: (703) 678-0000 www.successfactors.com Confidential and Proprietary For

More information

Erasmus Charter for Higher Education

Erasmus Charter for Higher Education Erasmus Charter for Higher Education How to complete and submit an application for accreditation Version 1 2 March 2015 TABLE OF CONTENTS Technical requirements... 3 Overview of the application process...

More information

Profit Developers, Inc. (PDI) 2015 SAXTAX Software Installation Guide

Profit Developers, Inc. (PDI) 2015 SAXTAX Software Installation Guide 2015 SAXTAX Software Installation Guide 1. Installation: Installing from a Link: Please click on the link provided in the setup email received. Some email accounts will not allow access to executable links

More information

Citrix Client Install Instructions

Citrix Client Install Instructions Citrix Client Install Instructions If you are using Citrix remotely, Information Technology Services recommends updating Citrix client to the newest version available online. You must be an administrator

More information

Creating an out of pocket (OOP) expense

Creating an out of pocket (OOP) expense CentreSuite Quick Reference Guide May 2015 Creating an out of pocket (OOP) expense An account holder sometimes incurs a valid business expense that he or she must pay for without using the card account.

More information

First Financial Bank Online Banking Quick Reference. February, 2013

First Financial Bank Online Banking Quick Reference. February, 2013 February, 2013 PURPOSE... 2 SUPPORT... 2 ACCESSING ONLINE BANKING... 2 Getting to the Online Banking Site... 2 Requesting Enrollment in Online Banking... 2 Logging in for the First Time... 2 Registering

More information

Strategic Asset Tracking System User Guide

Strategic Asset Tracking System User Guide Strategic Asset Tracking System User Guide Contents 1 Overview 2 Web Application 2.1 Logging In 2.2 Navigation 2.3 Assets 2.3.1 Favorites 2.3.3 Purchasing 2.3.4 User Fields 2.3.5 History 2.3.6 Import Data

More information

MasterCard Smartdata.gen2 (Smartdata)

MasterCard Smartdata.gen2 (Smartdata) MasterCard Smartdata.gen2 (Smartdata) Cardholder Quick Reference Card ffwelcome to Smartdata The Home screen displays each time you log on to Smartdata. It provides access to various data and information

More information

DropSend Getting Started Guide

DropSend Getting Started Guide DropSend Getting Started Guide DropSend Ltd. 2012 Step 1: How to send a file without registration If you want to quickly send a large file, you can do it from the homepage in just a couple of clicks. Here

More information

GRAM CREDIT CARD SYSTEM

GRAM CREDIT CARD SYSTEM GRAM CREDIT CARD SYSTEM APPROVER GUIDE SECTIONS/Contents 1. SYSTEM INFORMATION Login/Logout (page 2) Forgot Password Reset (page 3) Challenge/Security Question Reset (page 3) Logout Warning (page 3) 2.

More information

Premium ebusiness Banking User Guide

Premium ebusiness Banking User Guide Premium ebusiness Banking User Guide Welcome: Welcome to Chemical Bank s ebusiness Banking system. With ebusiness Banking, you can access your accounts 24-hours a day, seven days a week; anywhere an Internet

More information

Business Online Banking

Business Online Banking Business Online Banking User Guide Rev. 01/11 Table of Contents Logging In... 1 Viewing the Online Banking Agreement... 3 Changing Your Company Password... 4 Cash User Login Screen... 5 Changing Your Cash

More information

Secure Provider Website. Instructional Guide

Secure Provider Website. Instructional Guide Secure Provider Website Instructional Guide Operational Training 2 12/12/2012 Table of Contents Introduction... 4 How to Use the Manual... 4 Registration... 5 Update Account... 8 User Management... 10

More information

Initial Setup of Microsoft Outlook 2011 with IMAP for OS X Lion

Initial Setup of Microsoft Outlook 2011 with IMAP for OS X Lion Initial Setup of Microsoft Outlook Concept This document describes the procedures for setting up the Microsoft Outlook email client to download messages from Google Mail using Internet Message Access Protocol

More information

Blackhawk Online Banking Frequently Asked Questions Get to know a little more about Blackhawk s new online banking service.

Blackhawk Online Banking Frequently Asked Questions Get to know a little more about Blackhawk s new online banking service. Smart Advice. Friendly Service. Locally Owned. Blackhawk Online Banking Frequently Asked Questions Get to know a little more about Blackhawk s new online banking service. Existing Online Banking Users

More information

Business Mobile Banking

Business Mobile Banking Business Mobile Banking Union Bank & Trust Business Mobile Application User Guide Contents Overview... 2 Security... 2 Requirements... 3 Downloading the App... 3 Logging In... 4 One-time Passcode Entry...

More information

How do I contact someone if my question is not answered in this FAQ?

How do I contact someone if my question is not answered in this FAQ? Help Where may I find the answers to my Internet Banking questions? How do I contact someone if my question is not answered in this FAQ? Enrolling How do I enroll in Internet Banking? Logging In How do

More information

Supply Chain Finance WinFinance

Supply Chain Finance WinFinance Supply Chain Finance WinFinance Customer User Guide Westpac Banking Corporation 2009 This document is copyright protected. Apart from any fair dealing for the purpose of private study, research criticism

More information

Lawson Portal User s Manual

Lawson Portal User s Manual Lawson Portal User s Manual Table of Contents 1. Lawson Portal FAQ s page 1 2. Login Page page 9 3. Portal Home Page page 10 4. Form Search (a) Search by form ID page 11 (b) Search by form description

More information

Getting Started Guide: Transaction Download for QuickBooks 2013 2012 2010 for Windows

Getting Started Guide: Transaction Download for QuickBooks 2013 2012 2010 for Windows Getting Started Guide: Transaction Download for QuickBooks 2013 2012 2010 for Windows This guide will specifically show you how to download transactions and make online payments directly from QuickBooks.

More information